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Product Help as the foundation for Social CRM @roebot that’s me on Twitter; pssst…you should follow me.

Product Help as THE Foundation for SCRM | SugarCon 2011

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Social Help Centers, or product help communities, are used by some of the world's largest brands to increase revenues. These provide a foundation for Social Customer Relationship Management (SCRM) and help to create new customers, power personalized marketing and sales, extract social intelligence, up-sell/cross-sell, and drive down support costs.So why do you start with your product help? Product help is the #1 place your prospects and current customers are investigating before making a purchasing decision and ramping up their projects. So how does that tie into Social CRM? Social CRM isn't just about integrating with social tools like Facebook and Twitter - it's bigger than that. Social CRM is about tieing in social tools like Facebook and Twitter PLUS understanding user and prospect motivations, behavior, perhaps even adding a co-creation layer (think wiki-like experience), and escalating feedback mechanisms. Think about it - you're giving your users pride of ownership, engaging content, a democratization of information. Now you're starting to build a community. OK great. But we're in the business to make money, right? So what if we applied a CRM layer on top of this community? Ah ha! Now this is how we increase our bottom line.Attend this thought-provoking session and see how multi-billion dollar companies, like Autodesk, HP Palm, and Intuit are leveraging the power of their product and help docs.Presented by Aaron Fulkerson, CEO, Mindtouch, at SugarCon 2011

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Page 1: Product Help as THE Foundation for SCRM | SugarCon 2011

Product Help as the foundation for Social CRM

@roebot that’s me on Twitter; pssst…you should follow me.

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Product Help

• Should be as exceptional as marketing materials

• Product help and docs are a part of due diligence

• Two reasons customers return to website

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help 1.0

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help 2.0

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MindTouch makes the world's most respected social knowledge base. We power purpose-built help 2.0 communities that connect companies with their customers.

Millions use our software every day.

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Help 2.0 Bridges Traditional Tools with Social and Analytics

Desktop Authoringand Traditional Support Tools

People and Social Tools

Analytics

Providing a bridge for social/community capabilities and analytics

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The Help 2.0 Revolution Will Be Documented, Socially.

• Buyers expect it• Customers demand it• Lower support costs

o Ticket deflection, call time

• Improve quality of support• Actionable insights

o Customers and users o Help effectivenesso Product, Marketing, Sales

o Personalization

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TWO Reasons 90% of customers visit a vendors’ website

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1. Because they don’t know how to use your product(s)

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• Subtitle for F1 section to start

F12. Become kick butt Experts

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Personalization

• Support

• Marketing

• Sales

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Social KB Article

• Wiki style collaborative authoring

• Moderation and workflows

• Adaptive search

• Just-in-time content and social stats

• Curation Analytics

• Rich media support

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Social KB Article

• A ladder of participation

• Community scoring and feedback

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Machine Translation • Co-authoring

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Social Impacts All Markets

• Reinvigorating tired and even declining markets

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F1

Forums

Support ticketing

Other web properties

Existing community

tools

Contextual In product

help

Social Knowledge base

and

Contextual help

One definitive source—used everywhere

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Code name: F1

• An embed away

• Button (or page fold)

• Stylized hyperlink

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Code name: F1

• Contextual social help

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Code name: F1

• Quora X Digg

• I have a question, or answer

• I know where there is relevant content on this topic

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F1

• Community based• Updated real time• Contextual Help

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Code name: F1

• Content recommendation

• Based on behavior

• Based on social insights

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Badging

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Questing

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3 Community Principles

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Ladder of participation Provide a ladder of participation

Ease and encourage participation

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Layer

• Loosely coupled

• Less risk

• Better experience

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Context

• Minimize context switches

• Provide context (to customers, sales, marketing, support)

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Product Help as the foundation for Social CRM

@roebot that’s me on Twitter. Pssst…you should follow me.